Kiely Wealth Advisory Group, Inc. Purchases in Q2 2024

Kiely Wealth Advisory Group, Inc.

  • $181 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
USFR
Wisdomtree Floating Rate Treas

ETFs
31.5K
+ 1.93%
$50.28 - $50.52 $1.58M - $1.59M
1.66M $83.6B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.01K
+ 9.68%
$455.1 - $504.28 $459K - $508K
11.4K $5.55B
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.98K
+ 1.53%
$159.21 - $168.37 $315K - $334K
132K $21.8B
VTWO
Vanguard Russell 2000 ETF

ETFs
3.74K
+ 5.58%
$77.95 - $84.63 $291K - $316K
70.7K $5.89B
VOOV
Vanguard S&P 500 Value ETF

ETFs
1.71K
+ 15.13%
$170.84 - $180.49 $291K - $308K
13K $2.32B
VOE
Vanguard Mid Cap Value Index F

ETFs
953
+ 11.78%
$146.82 - $155.77 $140K - $148K
9.05K $1.4B
QQQ
Invesco Qqq Trust, Series 1

ETFs
234
+ 5.66%
$414.65 - $485.21 $97K - $114K
4.37K $1.95B
IAU
Ishares Gold Trust

ETFs
2.67K
+ 52.18%
$42.46 - $45.89 $113K - $122K
7.78K $356M
VO
Vanguard Mid Cap ETF

ETFs
153
+ 0.3%
$234.99 - $248.98 $36K - $38.1K
52K $12.7B
MSFT
Microsoft Corp

Technology
267
+ 4.58%
$389.33 - $452.85 $104K - $121K
6.1K $2.45B
VBR
Vanguard Small Cap Value ETF

ETFs
380
+ 16.95%
$177.65 - $191.11 $67.5K - $72.6K
2.62K $489M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
569
+ 4064.29%
$114.71 - $121.51 $65.3K - $69.1K
583 $70M
VBK
Vanguard Small Cap Growth ETF

ETFs
278
+ 63.18%
$237.63 - $258.31 $66.1K - $71.8K
718 $177M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
663
New
$95.11 - $97.92 $63.1K - $64.9K
663 $65.8M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
119
New
$516.55 - $556.17 $61.5K - $66.2K
119 $63.7M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
180
+ 37.5%
$286.24 - $337.0 $51.5K - $60.7K
660 $207M
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
601
+ 61.02%
$105.32 - $113.24 $63.3K - $68.1K
1.59K $171M
SPY
Spdr S&P 500 ETF Trust

ETFs
110
+ 40.0%
$495.16 - $548.49 $54.5K - $60.3K
385 $204M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
12
+ 0.6%
$396.73 - $420.24 $4.76K - $5.04K
2.02K $867M
IVV
Ishares Core S&P 500 ETF

ETFs
103
+ 183.93%
$497.53 - $549.64 $51.2K - $56.6K
159 $84.6M
DUK
Duke Energy Corp

Utilities
8
+ 0.22%
$92.87 - $104.6 $743 - $837
3.59K $405M
PG
Procter & Gamble CO

Consumer Defensive
198
+ 12.3%
$155.33 - $168.56 $30.8K - $33.4K
1.81K $309M
JPM
Jpmorgan Chase & CO

Financial Services
116
+ 5.62%
$180.08 - $204.79 $20.9K - $23.8K
2.18K $445M
BLK
Black Rock Inc.

Financial Services
6
+ 1.33%
$747.3 - $826.77 $4.48K - $4.96K
456 $389M
VTV
Vanguard Value ETF

ETFs
253
New
$154.57 - $163.65 $39.1K - $41.4K
253 $41.2M
JNJ
Johnson & Johnson

Healthcare
99
+ 5.66%
$144.38 - $157.78 $14.3K - $15.6K
1.85K $296M
IEF
Ishares Barclays

ETFs
329
+ 27.91%
$91.24 - $94.6 $30K - $31.1K
1.51K $145M
American Healthcare Reitreit
2.03K
New
N/A
2.03K $33.7M
BA
Boeing CO

Industrials
198
New
$164.33 - $191.42 $32.5K - $37.9K
198 $33.4M
IEFA
Ishares Tr

ETFs
410
New
$70.77 - $76.19 $29K - $31.2K
410 $29.4M
IEMG
Ishares Inc

ETFs
519
+ 540.63%
$50.02 - $54.95 $26K - $28.5K
615 $32.2M
ADP
Automatic Data Processing Inc

Industrials
104
New
$237.3 - $254.02 $24.7K - $26.4K
104 $27.2M
WMT
Walmart Inc.

Consumer Defensive
51
+ 1.82%
$58.85 - $68.9 $3K - $3.51K
2.85K $192M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
399
+ 46.67%
$56.43 - $60.79 $22.5K - $24.3K
1.25K $73.4M
PANW
Palo Alto Networks Inc

Technology
75
New
$265.2 - $340.82 $19.9K - $25.6K
75 $23.7M
LI
Li Auto Inc.

Consumer Cyclical
53
New
$17.87 - $31.79 $947 - $1.68K
53 $23.6M
HD
Home Depot, Inc.

Consumer Cyclical
42
+ 6.0%
$325.1 - $368.03 $13.7K - $15.5K
742 $258M
DSL
Double Line Income Solutions Fund

Financial Services
1.62K
New
$11.89 - $12.83 $19.2K - $20.7K
1.62K $20.4M
EFA
Ishares Tr Msci Eafe ETF

ETFs
258
New
$76.09 - $82.16 $19.6K - $21.2K
258 $19.9M
MCD
Mcdonalds Corp

Consumer Cyclical
61
+ 24.7%
$249.37 - $280.22 $15.2K - $17.1K
308 $83.5M
META
Meta Platforms, Inc.

Communication Services
12
+ 8.96%
$430.17 - $527.34 $5.16K - $6.33K
146 $74M
VOT
Vanguard Mid Cap Growth Index

ETFs
101
+ 4.46%
$218.75 - $234.97 $22.1K - $23.7K
2.37K $532M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
173
New
$81.05 - $81.66 $14K - $14.1K
173 $14.3M
LQD
Ishares Iboxx $ Investment Gra

ETFs
119
New
$104.54 - $108.46 $12.4K - $12.9K
119 $13M
AVGO
Broadcom Inc.

Technology
80
New
$1204.71 - $1828.87 $96.4K - $146K
80 $11.5M
RTX
Raytheon Technologies Corp

Industrials
75
+ 37.5%
$97.55 - $108.44 $7.32K - $8.13K
275 $31.6M
COP
Conocophillips

Energy
100
New
$109.39 - $133.52 $10.9K - $13.4K
100 $10.8M
ITW
Illinois Tool Works Inc

Industrials
43
New
$235.01 - $265.23 $10.1K - $11.4K
43 $10.3M
XOM
Exxon Mobil Corp

Energy
102
+ 12.44%
$108.36 - $122.2 $11.1K - $12.5K
922 $108M
Activity Summary
Buys All Purchases 94 New Holdings 38 Increased Positions 56 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
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